Financial Services: Account Management

Helped our Financial Services Client analyze the suite of Account opening and Enrollment applications to define a strategy for a unified experience for the financial officers; drive alignment and focus to move forward with design and implementation. 

Designed and implemented an application that will digitize the existing Transactional Analysis Forms (TAF) that are filled manually today, to provide a unified experience for Advisors and Home Office employees. 

Role:

Interaction Design

UX/UI Design

Prototyping

Prototype Demo

Full Journey Map